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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,115 | $211,105-97.6% | $178,449-97.1% | $145,978-96.5% |
| Participation rate | 56.3% | 80.8%-24.5pp | 77.1%-20.8pp | 80.3%-24.0pp |
| Annual return | 9.20% | 30.19%-21.0pp | 27.09%-17.9pp | 550.52%-541.3pp |
| Employer contribution / active EE | $682 | $4,569-85.1% | $3,951-82.7% | $4,662-85.4% |
| Participant deferral / active EE | $806 | $6,959-88.4% | $6,277-87.2% | $6,690-87.9% |
| Admin fee / account holder | $1,726 | $12,017-85.6% | $10,362-83.3% | $13,400-87.1% |